Senior Client Success Manager

Duco

$90K — $100K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • 5-7 years of experience in financial services, ideally in client success or operations roles
  • Proven success with tier 2 and key sell and buy-side institutions
  • Knowledge of capital markets or post-trade technology
  • Familiar with financial market regulations like CFTC, SFTR, and EMIR
  • Strong communication skills for explaining concepts effectively
  • Practical problem-solving mindset
  • Willingness to travel 25% of the time

Responsibilities

  • Lead client retention and adoption initiatives to enhance platform usage
  • Articulate the value of Duco's solutions to meet client business objectives
  • Identify expansion opportunities and partner with account management
  • Build trusted relationships with senior stakeholders through governance meetings
  • Conduct product demos and training to showcase how Duco's offerings meet client needs
  • Represent clients' voices within Duco to guide product and service improvements
  • Collaborate across departments to support client project implementations

Benefits

  • Healthcare insurance or Flexible Spending Accounts (FSA)
  • 401(k) Retirement Plan
  • Unlimited annual holiday for self-managed time off
  • Enhanced family leave
  • Employee Assistance Programme
  • Commuter benefit
  • 4 Volunteering days off
  • Flexible working policy (3 days in office)
  • Home working allowance
  • Opportunity to work abroad for up to 6 weeks yearly
  • Personal learning and development opportunities
  • Referral bonus for successful hires
  • Spot Rewards for exceptional performance
  • Employee of the Month and Employee of the Year awards
Full Job Description
The Role

You will be joining the Client Success Team, focused on some of Duco's most important Tier 2 and growth Accounts on both the buy and sell sides. Reporting to the Regional Head of Client Experience, your ultimate goal is to drive further adoption of the Duco platform, both through existing and new use cases.

Primary Responsibilities

Lead Retention and Adoption in your Accounts, enable them on the Duco platform and help them achieve their desired outcomes:
  • Resulting in product adoption, increased usage, retention and accelerated growth.
  • Understanding the Client's business objectives and articulating value realisation back to the Client.
  • Identify opportunities for expansion, services and training. Partnering with account management to build a business case.

Build and maintain trusted advisor relationships with relevant and senior stakeholders:
  • Lead governance meetings with the relevant and senior stakeholders.
  • Handle strategic account conversations and guide Senior Stakeholders on industry best practices.

Develop robust knowledge and understanding of Duco's Solution Offering:
  • Firm understanding of how Duco can help solve our Client's pain points and drive value.
  • Perform demos and training on Duco's modules/offerings and connect the dots on how different parts of Duco can help address Client needs.
  • Hold Client workshops, providing stakeholders on industry and Duco best practices.

Be the voice of the Client within Duco. Collaborate cross-departmentally to drive Duco to help our clients achieve their desired results and deliver value:
  • Work closely with Product and Proposition leadership to contribute ideas to the strategic roadmap
  • Partner with Professional Services to deliver implementation and growth projects

We are looking for someone with:
  • 5 to 7 years' experience in financial services, preferably in financial services software, client success or middle office operations and transformation roles within financial institutions
  • A track record of success in tier 2 and key sell and buy side institutions
  • An understanding of capital markets or post trade technology
  • Awareness of relevant financial market regulations such as CFTC, SFTR, EMIR, and Trade Reporting
  • Strong presentation and communication skills so that you can explain concepts and user stories with confidence
  • Approach problems with a practical mindset, focusing on realistic solutions that are both effective and efficient.
  • Ability to travel 25% of the time

Benefits:
  • An annual base salary between $90,000 and $100,000 based on experience and qualifications
  • Success Share or Commission bonus payments
  • Healthcare insurance or Flexible Spending Accounts (FSA)
  • 401(k) Retirement Plan
  • Unlimited annual holiday, because we trust our people to manage their own time off
  • Enhanced family leave
  • Employee Assistance Programme
  • Commuter benefit
  • 4 Volunteering days off
  • Flexible working policy (3 days per week in office)
  • Home working allowance
  • Opportunity to work abroad for up to 6 weeks per year
  • Personal learning and development opportunities
  • Referral bonus if we hire someone great who you've recommended to us
  • Spot Rewards
  • Employee of the Month and Employee of the Year awards

Want to do a little more research before you apply?

Head over to our Glassdoor page to learn about our benefits, culture and to find out what our team thinks about life at Duco. You can also find out more about us on LinkedIn

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